Filed December 29, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,281 | $72,404-48.5% | $110,238-66.2% | $64,186-41.9% |
| Participation rate | 53.3% | 73.3%-20.0pp | 79.8%-26.5pp | 69.6%-16.2pp |
| Annual return | -7.52% | -6.29%-1.2pp | 314.74%-322.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $650 | $2,282-71.5% | $3,826-83.0% | $2,381-72.7% |
| Participant deferral / active EE | $1,398 | $3,469-59.7% | $4,672-70.1% | $3,470-59.7% |
| Admin fee / account holder | $1,931 | $5,664-65.9% | $8,547-77.4% | $4,888-60.5% |